FUL kept 7.14% of Q2 FY2026 revenue as profit. Revenue +23.28% on Q1 FY2026, +5.81% on Q2 FY2025.
Revenue
$950M▲ +23.28% q/q
Gross profit
$320M▲ +35.42% q/q
33.64% margin
Cost of revenue
$631M▲ +17.92% q/q
Operating income
$123M▲ +138.22% q/q
12.93% margin
Operating expenses
$197M▲ +6.66% q/q
SG&A $202M
Pre-tax income
$92M▲ +234.39% q/q
Net income
$68M▲ +222.19% q/q
7.14% margin
Tax
$26M▲ +244.70% q/q
Other expense
$31M
Revenue$950M
Gross profit$320M33.64%
Operating income$123M12.93%
Pre-tax income$92M
Net income$68M7.14%
Cost of revenue
$631M · 66.36%
Operating expenses
$197M · 20.70%
Tax
$26M · 2.69%
Other expense leaves
$31M · 3.24%
Standardized lines from FUL’s own filing for the quarter ended May 30 '26. Ribbon thickness is the dollar amount.
Positioning
4 expiries · as of the Sep 16 close
Contracts already committed, not just traded today. Puts against calls, sized by expiry.
77
▲ 108%
Sep 18
2d
▲ 0%
2,058
16
▲ 23%
Oct 16
30d
▲ 20%
6
25
0%
Nov 20
65d
▲ 3%
32
45
0%
Feb 19
156d
0%
28
putscalls
Linked exposure
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No linked names measured for this ticker yet.
Earnings history
implied in pale · realized in full ink
The record starts accreting with the next priced report.
2-quarter memory
Event sensitivity
release-day history · not a forecast
CPROFcorporate profits2.4×up 6 of 10±3.3% vs ±1.4% · 10
GDPgross domestic product1.7×up 8 of 17±2.4% vs ±1.4% · 17
PPIproducer prices1.4×up 2 of 9±2.0% vs ±1.4% · 9
NFPjobs report1.4×up 5 of 8±2.0% vs ±1.4% · 8
FOMCrate decision1.3×up 11 of 24±1.8% vs ±1.4% · 24
PCEpersonal income & outlays1.0×up 7 of 17±1.4% vs ±1.4% · 17
CPIconsumer prices0.7×up 4 of 9±0.9% vs ±1.4% · 9
How FUL has moved on past release days against its ordinary ±1.4% day, and how often it closed up. Measured from our own stored closes. History, not a forecast; kinds with fewer than six past releases are omitted rather than shown thin.